Taiwan

Taiwan has almost as many motorcycles as inhabitants and a major challenge: converting them into electric ones

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Taiwan has two records if we talk about mobility. It is the first country in the world in motorcycles per inhabitant. And it is the first country in the world in number of vehicles per inhabitant, as long as we remove from the equation San Marino, Guernsey (autonomous islands off the coast of Normandy that respond to the United Kingdom), the autonomous state of Jersey and Andorra, all of them spaces where, let’s say, they are used as monetary refuges. According to the data As collected by the statistics group within the United Nations, Taiwan has 999 registered vehicles per 1,000 inhabitants. But that data hides another record: almost 600 of those vehicles are motorcycles. This means that Taiwan, with its almost 24 million inhabitants, therefore has another almost 24 million vehicles. And the most recent data says that it also has more than 14 million motorcycles. The data reaches its extreme in Taipei, the capital, where there is a number slightly higher than the national average with 65 motorcycles per 100 inhabitants. Is it a lot? It’s a lot. To give us an idea, in Spain there are around 95 motorcycles (53 of them are mopeds) per 1,000 inhabitants, according to data from the European Union. The country with the most registered motorcycles is Greece, which reaches 251 motorcycles (150 of them are mopeds) per 1,000 inhabitants. A figure that doubles (by far) the Asian country. This congestion of motorcycles represents a problem for the State in environmental matters. And they want to change it by jumping to the electric motorcycle. A most ambitious challenge According to data from the Taiwan Ministry of Transportation and CommunicationsIn 2024, 14.6 million motorcycles will be counted. They are, therefore, a substantial part of the country’s carbon emissions. 55% of those recorded in Taiwan are produced by transportation. With the aim of converting the fully electric vehicle fleet by 2050the country has set various objectives ahead. The most ambitious is to prohibit the sale of non-electric motorcycles from 2040. Previously, the State has launched a campaign for customers to opt for this technology. To do this, they explain in Motorpassionthe State is giving huge sums of money for the purchase of electric vehicles. Any electric vehicle, whether motorcycle, car or truck, is taken into account in its plans to help with the purchase. But it is in the former where the discounts are most juicy because they can reach 3,300 Taiwanese dollars (NT$), about 95 euros in direct exchange, in a country where a motorcycle is around 900 euros. Those looking to change a car do have greater incentives, with discounts of up to NT$16,000 (about 460 euros). Although the state is putting pressure for motorists and drivers to change their vehicles, the results are being somewhat discreet. These subsidies have been active for three years and between 2022 and 2025 they have managed to remove from the market (to reach the maximum aid you have to scrap another combustion vehicle) just over 120,000 vehicles, adding all types of types and sizes. A figure that pales only with motorcycle sales, since each year about 700,000 vehicles of this type are registered on the market. That is, in three years the sum of motorcycles, cars and trucks replaced It barely exceeds total scooter sales by 5% in the same period of time. Getting the motorcycle market to switch to the electric market is key for the country. Not only because still the cheapest way to get aroundalso because it is key when it comes to reduce dependency that the country has from foreign oil. Having mobility that depends largely on renewable energies produced in the country itself is a significant step in its relations with the outside world. Photo | Faye Yu In Xataka | The first commercially ready solid state battery is here. And an electric motorcycle is going to take it

If China invades Taiwan, Taiwan will not notice because a drone has been disguised as an optical illusion for months

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In modern aviation, each aircraft carries a unique “digital license plate” that identifies it to the world in real time. It makes perfect sense. It is a system designed to provide transparency and security, but it also demonstrates a most disturbing paradox: what appears on a screen is not always what is really flying. China has just put it into practice. A bird, a fighter or a drone. A Reuters investigation has revealed that, since last August, at least 23 flights over the South China Sea have been registered under the callsign YILO4200, associated with a long-range Chinese military drone, although the signals it emitted told a different story. It happens that on civil radars it appeared as a sanctioned Belarusian freighter, also as a British Typhoon fighterlike a North Korean plane or even like a Western executive jet. These were not specific errors or programming errors. Was a deliberate impersonation of air identities by manipulating 24-bit transponder codes that identify position, course and speed. “We have never seen anything like this.” The middle counted that open intelligence analysts and those responsible for aerial tracking platforms agreed on something unusual: this pattern was unprecedented. It was not the classic drone flying “in the dark” without emitting a signal. It was just the opposite. He flew showing a false identity, changing it even in the middle of the journey, testing in real time to what extent he could “dirty” the aerial chart. “We had never seen anything like this,” summarized one of the experts who analyzed the data. It didn’t seem like an accident or a technical anomaly. It seemed like a conscious attempt at operational deception. The ultimate optical illusion. The drone, identified as a Wing Loong 2 With a 20-meter wingspan, it took off from Hainan and traced star- or hourglass-shaped patterns for hours over sensitive areas, including naval routes and areas frequented by submarines. In one of the missions the identity of a Typhoon of the RAF with that of three other aircraft in just twenty minutes before virtually “landing” like the Belarusian plane. On another occasion he posed as that same freighter while the real aircraft was simultaneously taking off in Europe. It was a full-fledged aerial optical illusion sustained for months. Taiwan as a backdrop. Not only that. Apparently, the trajectories were not random. Many were projected towards the Bashi channelcritical point between Taiwan and the Philippinesand when superimposed on a map of the island they crossed areas of military interest around Taipei and its southern coast. In fact, they also brushed against American and Japanese bases in Okinawa and the Ryukyu. It wasn’t just about surveillance. The pattern therefore suggests a digital rehearsal to a bigger stagea test of how to generate confusion in the early stages of a crisis in the Strait. Confusion in decisive milliseconds. They remembered in research that, in highly automated conflicts, milliseconds can separate detection from firing. Introducing noise, false identities and contradictory echoes can delay critical decisions and overwhelm chains of command. Although masking would hardly completely fool advanced military radars, it can sow doubts, hide intelligence missions, or fuel disinformation operations. The key is not so much to disappear. Is seem like something else. If China invades, the warning could be a fiction. Ultimately, the most disturbing idea is not only that a drone has been eight months in disguise in front of Taiwan’s radars. It is rather that that capacity has been tested with patience, repetition and apparent impunity. If you will, if China finally decides to go beyond in Taiwannot even the island itself is going to realize at the first moment what it is seeing on its screens. Because from now on, what appears might not be what actually flies. And that is the true revolution of the movement: a possible invasion that begins, not with missiles, but with a false identity flashing on the radar. An “ally” that comes close and that in reality is not so much. Image | 中文（臺灣）：​中華民國總統府, Mztourist – In Xataka | Satellite images leave no doubt: China has concentrated thousands of fishing boats off Japan, and its idea is not to fish In Xataka | China has just mounted the largest cannon in its history on the bow of a ship. And that can only point in one direction

It has Taiwan in front of it and Japan is going to fill it with missiles

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At the westernmost tip of Japan there is a paradise place where, on clear days, you can see another territory from the coast. It is the same enclave where they live more native horses than school-age children. That isolated corner, for decades outside the big headlines, has begun to occupy an unexpected space in the strategic conversations of the Indo-Pacific. Also to become in a fort. A red line. That island has become the new red line against China. The reason? Japan will deploy missiles 100 km from Taiwan. In this way, Yonaguni, the westernmost point of the Japanese archipelago, has gone from being a remote enclave in just a few years. a centerpiece of the Indo-Pacific strategic board. Its location, at the end of the Nansei island chainplaces it right in the geographic arc that connects the East China Sea with the Western Pacific, the same corridor that worries Tokyo and Washington facing a possible conflict in the Taiwan Strait. The calendar changes. A few hours ago, Defense Minister Shinjiro Koizumi set for the first time a very specific horizon: before March 2031, a set of surface-to-air missile medium range, projectiles with 360 degree coverage capacity and the possibility of intercepting multiple targets simultaneously. The decision is not isolated, but is part of the strategic turn started in 2022 to reinforce defenses on the southwestern islands, shifting the historical focus from Russia to growing Chinese military activity in the East China Sea. The diplomatic context and Chinese pressure. The announcement also comes after months of deterioration between Tokyo and Beijingaggravated by the statements of Prime Minister Sanae Takaichi about the possible Japanese involvement if there was an attack on the island of Taiwan that represented an existential threat for the nation. China’s response It was devastatingresponding with trade restrictions, diplomatic pressure and a battery of military demonstrations that, how do we countincluded drone flights and an increased naval presence in the area, while maintaining its claim to Taiwan and its dispute with Japan through the Senkaku Islandsadministered by Tokyo but claimed by Beijing as Diaoyu. The internal transformation. Since 2016, the island has hosted a surveillance unit coastal with about 160 troops, to which electronic warfare capabilities and new military infrastructure will be added. In a community of barely 1,500 inhabitants, where depopulation has been a constant since the postwar period, the presence of military personnel and their families alters the structure demographic and economicgenerating a division between those who see militarization as an investment opportunity and those who fear that the enclave will become a priority objective in the event of conflict. From peripheral paradise to strategic bastion. From that perspective, the expansion of the base, the plans to improve the airport and port and the possible installation of advanced defense systems They consolidate Yonaguni as a key link in the Japanese deterrence architecture. What for decades was a marginal territory is now integrated into a defensive network designed to complicate any attempt to alter the status quo in the Taiwan Strait, sending a clear message about even where is it arranged Japan to arrive to protect what it considers its most sensitive front. The new map. If you will also, the Yonaguni decision reflects a broader transformation in Japanese defense policy, one underpinned by a historic increase of the military budget and the security treaty with the United States, which could drag Tokyo into a larger scale regional conflict. What is clear afterto official statement of Tokyo is that, on the new strategic map of the Indo-Pacific, the small island is no longer a lost point in the ocean: it is the place where Japan has decided mark your limit and where any future crisis could have its first warning signal. Image | GetArchivejpatokal In Xataka | The Japanese island of Yonaguni was known for its beauty and Bad Bunny. Now it is a military fortress because of Taiwan In Xataka | Satellite images leave no doubt: China has concentrated thousands of fishing boats off Japan, and its idea is not to fish

China has just crossed a red line in Taiwan. They are no longer drones, they are their fighters shooting “attached” to the Taiwanese F-16s

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China has been tightening the siege on Taiwan for years with pressure constant and calculated: increasingly frequent air raids, naval exercises large scalesymbolic crosses of the midline of the strait and military deployments designed to rememberwithout firing a single shot, that the island lives under permanent surveillance. This strategy of attrition, made of demonstrations of force and controlled ambiguity, has marked the relationship between Beijing and Taipei long before the current pulse reached disturbing levels. One (another) red line. If a few weeks ago we said that China had taken a qualitative step in its military pressure on Taiwan by crossing the island’s airspace with a military dronehas now redoubled its efforts, going from intimidating maneuvers to direct aerial encounters with manned fighters flying meters away and firing flares near Taiwanese planes, an escalation that multiplies the risk of accident and turns intimidation into something much closer to a deliberate clash. during exercises “Justice Mission”J-16 planes of the People’s Liberation Army not only came dangerously close to Taiwanese F-16s when they came to intercept them near the middle line of the strait, but they also arrived to launch flares at close range, a maneuver considered unsafe even by demanding military standards and that marks a before and after in the face of previous, more indirect provocations. From symbolic pressure to physical risk. In just 24 hours, dozens of Chinese aircraft crossed the midline of the strait and penetrated the airspace controlled by Taiwan, showing a pattern of behavior that no longer seems to seek only to saturate radars or send political messages, but rather to put enemy pilots in extreme situations. Unlike radar jamming or the presence of military drones, these encounters centimeters away introduce a human and physical factor. much more dangerouswhere a mistake, turbulence, or knee-jerk reaction can trigger an immediate crisis between China and Taiwan. One of the Chinese J-16 fighters photographed during Chinese People’s Liberation Army military exercises while being monitored by a Taiwanese F-16V aircraft Intimidating maneuvers. The actions were not limited to direct harassment: Chinese fighters used concealment tactics flying close to H-6K bombers to evade radars, revealing itself, according to local Taiwanese media, “ostentatiously” by displaying missiles at close range, in maneuvers compared by observers to historical tricks of military infiltration. They remembered in the Financial Times That this behavior, described by some sources as more typical of a “thug” than a professional pilot, reinforces the feeling that Beijing is testing new risk thresholds to measure the Taiwanese and allied response. A regional pattern. What happened around Taiwan is not an isolated event, but part of a incident sequence in which the Chinese air force has raised the tone towards neighbors like Japan and the Philippinesincluding blocking radar and firing flares against patrol aircraft. In fact, analysts warn that the next logical step in this escalation could be to operate regularly within the 12 nautical miles of Taiwanese territorial airspace, a scenario that would then exponentially increase the risk of collision or armed confrontation. Political pressure and risk of lack of control. If you like, this increase in boldness coincides with those publicized changes in the chain of command China and with political pressure from Xi Jinping for the armed forces to demonstrate their preparation for an eventual conflict, which could be pushing pilots and commanders to take risks that were previously avoided. Under that prism, Beijing would not only have crossed another red line against Taiwan, but would have entered a phase in which aerial intimidation ceases to be a calculated game and becomes a much more dangerous gamble, one with potentially explosive consequences for regional stability and security. appearance of “third parties” on the board. Image | 日本防衛省・統合幕僚監部, Ministry of National Defense In Xataka | China already has drones capable of shooting with surgical precision at 100 meters. Not good news for Taiwan In Xataka | The biggest geopolitical risk on the planet is not Greenland. It’s a smaller island with a disturbing neighbor: Taiwan

The most surveilled place on the planet is not Ukraine or Taiwan. You are on a Canary Island with thousands of sensors pointing to a lethal threat

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For almost three months, between September and December 2021, the island of La Palma experienced the eruption longest and most destructive of its recent history. It happened when the Tajogait volcanoand opened the earth in the Cumbre Vieja dorsal and forced the evacuation of thousands of people, buried entire neighborhoods under lava and irreversibly altered the landscape and life of the island, inaugurating a new stage in which the end of the fire did not mean the end of the volcano. The town that did not stop breathing volcano. In Puerto Naos The lava never arrived, but the volcano did, seeping under streets, garages and foundations in the form of carbon dioxide, an invisible gas that for years kept the neighborhood evacuated and turned daily life into a permanent risk equation. After the eruption of Tajogaite, the ground continued to exhale CO₂ of magmatic origin, reaching in some points extreme concentrationstypical of a lethal environment, forcing the closure of homes, businesses and beaches while residents learned that the danger no longer burned on the surface, but silently accumulated under their feet. Thousands of sensors and an experiment. They counted this week in a BBC report that has approached the enclave that the response transformed Puerto Naos into the most guarded place in the world in terms of CO₂, with more than 1,300 sensors distributed throughout homes, streets, streetlights, beaches, garages and hotels, connected to a continuous monitoring system capable of detecting any spike in real time. This deployment, driven by the CO₂ Alert projectallowed gas to stop being an unpredictable threat and become a measured, interpreted and managed phenomenon, making it possible the progressive return of the neighbors and the reopening of the urban center, always under the premise that normality here only exists as long as the data confirms that the air continues to be breathable. Living with alarms. For years, life in Puerto Naos was reorganized around the sensorswith garages permanently open for ventilation, closed basements, cordoned off areas and neighbors who learned to live with warning beeps as part of the soundscape. CO₂, denser than air, accumulated in the low points and it became visible like a diffuse waterfall in narrow courtyards, killing small animals along the way, corroding metals and remembering that the volcano was still active even though it was no longer expelling lava, molding not only the terrain but also psychology and decisions of those who refused to leave their home permanently. View of part of Puerto Naos Playa Chica, the pulse. In 2026 the problem is no longer general, but surgical: a small strip in Playa Chica and some specific garages where CO₂ continues to emerge straight from the underground through extremely porous terrain, one described by technicians as a “volcanic Gruyere cheese.” All the effort is now concentrated there, not so much to bring the town back to life (because it has already returned) but to close the last point where the volcano still sets the pace, remembering along the way that the eruption did not end when the fire ceased, but when the subsoil stopped breathing its last breath. Extract gas from the earth. The proven solution successfully by experts changes the traditional logic in these situations: instead of ventilating the buildings, the ground has been ventilated, capturing CO₂ underground and conveying it through pipes to controlled expulsion points near the sea, where the gas is quickly dispersed without danger. Not only that. Tests have shown drastic reductionsgoing from concentrations close to half a million ppm to safe levels. In other words, it has been confirmed that the method works and that the pending challenge is not a conceptual hypothesis, but a technical one, a fine adjustment to avoid load losses and guarantee that the system can operate in a stable and permanent way. Close the volcano. Puerto Naos it’s already openinhabited and functioning, but closing the volcano means turning this experiment into a complete a definitive infrastructureintegrate the extraction of CO₂ into the urban network and accept that the island will continue to be a “volcano” even when it seems calm. Perhaps for this reason, no one expects inaugurations or epic endings to what happened, just a silent moment in which Playa Chica leaves to be an exception and the air will once again be just that, demonstrating that on the island of La Palma the volcanic forces not only have shaped the earthbut also the way in which a community has learned to live, monitor and resist over it. Image | Eduardo RobainaHyperfinch In Xataka | Gran Canaria is increasingly at risk of blackouts. And he already has an idea on the table: imitate Russia in the Arctic In Xataka | The Canary Islands and Galicia have set off the Navy’s alarm bells. Russia’s ghost fleet has arrived in Spain with warships

The biggest geopolitical risk on the planet is not Greenland. It’s a smaller island with a disturbing neighbor: Taiwan

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Throughout the cold warthere were points on the map whose real value was not measured by their size, but by what could be triggered if someone tried to force the situation. Today, one of those places once again concentrates gazes, calculations and uncomfortable silences among the great powers. and it is not in Greenlandbut on a smaller island. The global risk enclave. The tension between United States and China is concentrating increasingly evident in Taiwan, a territory small in size but enormous in strategic consequences. While Washington allows itself dramatize scenarios secondary in the Arctic, Chinese military maneuvers around the island they have been become routineincreasingly aggressive and similar to real blocking or maximum pressure tests. The absence of clear and quick responses from the White House projects a dangerous sign in a context where deterrence depends less on formal declarations than on immediate political reflections. The deterrence that is called into question. The contrast between Trump’s political lukewarmness and the warnings of the US military apparatus itself has opened a visible crack. The Telegraph said that Pentagon commanders have been warning for some time that China is preparing to be able to fight and win a conflict over Taiwan before the end of the decade, although that diagnosis does not always translate into credible public messages. This dissonance reduces the perceived cost of a Chinese action and leaves open the possibility of a calculation error on Xi Jinping’s part, especially if he interprets American caution as a lack of will. Taiwan as a key piece. Taiwan’s importance to the United States is not symbolic, but rather structural. We are talking about an advanced democracy in a region dominated by authoritarian regimes, one that houses the core of world production advanced semiconductor and is part of the first island chain that limits military projection China in the Pacific. From that perspective, the fall would be a direct blow to the global economy, Western technological superiority and Washington’s strategic credibility in Asia. Taiwan Navy It’s not 1996 anymore. Unlike previous crises, when American naval and air superiority was overwhelming, today the balance is much tighter. China has built a navy larger than the American in number of ships, an air force with hundreds of fifth generation fighters and, above all, a massive arsenal conventional missiles capable of hitting bases, ports and fleets at great distances. Although the United States continues to spend more on defense, lower Chinese industrial costs and its geographic proximity to the theater of operations significantly erode that advantage. The “logistics” weapon. The New York Times recalled in a column that one of the factors that moderated Beijing’s behavior for years was its dependence on critical raw materials from countries aligned with the West, especially Australian iron ore. That brake is weakening as China secure supplies alternatives from Africa, reducing their vulnerability to sanctions or blockades in the event of conflict. The result: an environment in which the economic costs of a war over Taiwan, while enormous, are already They are not so deterrent for Beijing as they were in the past. No clear winner. The open simulations and internal leaks From Washington they agree on a most uncomfortable diagnosis: if necessary, a war over Taiwan it would be devastating even for those who managed to impose their immediate objective. China could fail in invasion, but the United States and its allies would pay a military price not seen since World War II, with massive losses of aircraft, ships and personnel. Taiwan, even if it managed to resist, would be deeply damaged as a country and as a global economic engine, dragging the world into a prolonged crisis. The island that weighs the most. All this explains why Taiwan is, by far, the increased geopolitical risk of the planet at this time and a strategic priority, surely far above scenarios like greenland. It is not about territory, or not only, but about credibility, balance of power and stability of the international system between two superpowers. And, on that board, every gesture of ambiguity counts, and every sign of weakness can bring closer a conflict that no one would win on paperbut whose consequences would affect everyone. Image | Pexels, 總統府 In Xataka | China has just shown the world that it “plays” in another league: it only needs one soldier to control 200 drones in combat In Xataka | China’s best weapon doesn’t fire a single bullet: 300km ‘moving wall’ to close sea routes instantly

There is an island without which the world would not function. This is how Taiwan has become a world technological epicenter: Crossover 1×35

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In February 1974, the Prime Minister of Taiwan met with a small group of experts and together they came to a conclusion: the country had a difficult time with the economic strategy of the time, and they had to make a bet on the future. That bet They were, of course, the semiconductors. That famous meeting marked a before and after for a country that has a very delicate geopolitical situation. China considers it a rogue state, but while they have their own government and currency. Despite this tension, Taiwan has managed to become a strategic partner of countries such as the aforementioned China or the United States, and in both cases for the same reason: chips. Taiwan has managed to become a absolute giant in the semiconductor industry, and this is demonstrated by the company that It is the crown jewel of the country: TSMC (Taiwan Semiconductor Manufacturing Company). Since it was founded in 1987, the company has grown and its alliance with Apple in the early 2010s has proven crucial to its current dominance. But before all that happened, Taiwan went through a complicated process that included wars and dominance by Japan for nearly half a century. In this episode of Crossover we precisely analyze the history of this peculiar island and how it faces a future that, even with its current position, is full of challenges. On YouTube | Crossover In Xataka | TSMC’s only problem was that it was in Taiwan. So the United States has decided to get her out of there

Taiwan colonizing the United States with TSMC as the spearhead

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TSMC is the big name in the global semiconductor industry. We all have companies like NVIDIA, Qualcomm, Intel or AMD in mind, but It is TSMC that produces most of the chips of these companies. The Taiwanese company produces around 60% of the world’s chips, but when we talk about the most advanced chips, that dominance is practically total. It is a technological candy that has decided to expand and, after the plant in the United States, continues to buy land to expand its footprint. And it is a move that further unbalances the balance in terms of chips. Necessary expansion. TSMC’s base of operations is in Taiwan, but a few years ago, the company saw clearly that they had to expand their operations framework. It is something that responds to a double need. On the one hand, the more footprint they have in other countries, the more the technology industry will continue to depend on their technique. On the other hand, the main factor: the threat of china. China and Taiwan are going through a period of growing tension. We have seen maneuvers by China that I’m sure they’ve made the Taiwanese nervous.. Also Taiwan operations for show that they could defend themselves and countries like Japan and, above all, the United States They are very aware of the situation. 87% of TSMC’s more than 80,000 employees operate in Taiwan and any open conflict between the countries would mean a stoppage in the company’s operations. Little joke with this: if its chips move the world, let TSMC stop producing would cause an economic collapse. Arizona. There is a third factor that is encouraging this international expansion. Although Europe, the United States and China seeks national sovereignty in semiconductor matterthe reality is that companies need the cutting-edge chips that only TSMC can reliably mass produce. And, while financing semiconductor plants, countries have decided to invest millions to attract TSMC to their territories. The plant that will open in Germany either that of Japan They are two examples, but the one that is already operating is the American one. Although Trump, with his protectionist policies and ‘America First’, does not like it being a foreign company that cuts the cod, TSMC already has a huge plant located in Arizona from which it produces key components of the iPhone 16. This facility is the company’s most ambitious project far from Taiwan, and what started as a $12 billion investment in 2020 has become a colossal $160 billion-plus operation. They started to produce 4 nanometer chips at the beginning of 2025 and the idea is refine machinery to reach 2nm in 2029. New lands. Within the ‘Made in the USA’ strategy of the large American technology companies, TSMC Arizona is vital. And considering the economic opportunity that the AI ​​era has opened up, with the astronomical need for chips to create products like NVIDIA’s solutions for data centers, TSMC wants to grab as much of the pie as possible. As we read in The Wall Street Journala series of factors such as Taiwanese investment and a relaxation in US tariffs on Taiwan would allow TSMC to expand further. According to the media, last week the technology company purchased 900 acres – about 360 hectares – of land adjacent to its current property in Arizona. The total has been almost 200 million dollars and the intention is to expand the facilities to reach a dozen. TSMC + NVIDIA Made in the USA (more expensive). With this move, TSMC would discourage the competition from trying to invest to stand up to them because, as we say, they are the ones who dominate the production of advanced chips and who have the capacity to supply their enormous customer base. Apple is one of those that already buys chips from Arizonabut NVIDIA has confirmed that its B30 GPUs will be the first made in the United States. Now, there is a toll. HE esteem TSMC Arizona prices on advanced nodes are between 5% and 30%. There are several factors. In Taiwan they have the policy of “everything at one hour”, so any material the factory needs is very close, creating an extremely efficient chain. That does not happen in the American factory, where suppliers are far away and you have to resort to air transportation, which increases the price. There is also the fact that the wages They are higher in the US than in Taiwan. Headache. Despite these conditions, and being a foreign company controlling the show on home soil, TSMC has so dominated the process that the companies it’s worth it because they know that the chips they get will be the best for their products. Furthermore, from a political perspective, these additional costs may even be reasonable if they ensure that a conflict in Taiwan would not completely paralyze its economy. For TSMC, expansion is a great move. At the political level, countries that embrace their factories also have a reason to attract investment and Big Tech and the CEO of NVIDIA himself is clear that swith those who will lead the industry for decades. However, it is still an industry dependent on a single entity. Without leaving the United States, the country got his hands on Intel in the middle of last year in an almost unprecedented move to turn the company into the great american foundry. With TSMC expanding its network at home, they are going to have it complicated despite having the best technology available. Images | NVIDIA, TSMC, Intel In Xataka | The world’s technology industry practically depends on a single road: the one that leads to the Spruce Prine mine

While half the world looks for an alternative to Taiwan, Jensen Huang is very clear about the harsh reality: there is no

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In the technological world, the United States AIthe China’s semiconductor breakthroughs and the robotics explosion They were protagonists during the last months. But if there is something essential for these industries to function, it is Taiwan. In semiconductors, Taiwan is the one who splits the cod, and its technological diamond is TSMC. And the CEO of NVIDIA is clear that it is not worth burning money looking for the new TSMC immediately. Because it’s something that will take decades to replicate. Resilience. TSMC is about to turn 40 years old and is the company that manufactures for the elephants of the semiconductor sector such as AMD, Apple, ARM, MediaTek, Qualcomm or NVIDIA itself, among many others. They are the ones that have the most advanced machines of the European ASMLthose that have refined their processes to the extreme and are used even by manufacturers that have their own factories, such as Intel or Texas Instruments. It is something that affects the user directly, proof of this is that a mobile chip manufactured by TSMC is not the same as almost the same one made by Samsung. And to these processes is added a brutal manufacturing capacity that has dominated the industry. And, of course, looking to bite into that pie, different countries have tried to find their own TSMC. However, Jensen Huang, CEO of NVIDIA, has commented that efforts to diversify production must be made from the angle of resilience, not replacement. You don’t have to burn money like crazy. In recent months, Europe and the United States have begun to add manufacturing capacity in the semiconductor segment. The problem is that you cannot build a competitive industry in a short time: experience is needed and failure is not allowed. That, in an industry that is evolving at a very rapid pace due to the needs for chips for feed the artificial intelligenceis not contemplated. That is why Huang believes that the market is becoming selective and if guarantees are needed to manufacture chips, the one who gives those guarantees is turned to. Huang has been giving interviews for a few days and touching on key topics. For example, pointing out that The breakup between the US and China makes no sense because China is a very powerful trading partner, but also ensuring that Taiwan, as much as certain countries may not like it, will be the axis in the development of advanced computing in the coming years. China and the US investing millions. SIA is the acronym for Semiconductor Industry Association. It is the organization that seeks to advance policies that help the growth of the manufacturing industry in the United States. In your report Last year, they targeted 100 projects in 28 states totaling more than half a trillion dollars of private investment to triple the capacity of American industry by 2032. amd wants to be one of the protagonists of this operationbut also an Intel that seeks to position itself as a key factory on American soil and that has received strong government support. China is not far behind. With the explosion of robotics and AI, companies like SMIC or Huawei are developing alternatives to American technology to fuel their computing needs. They are looking for something else: industrial autonomy, and for that the Government has been releasing a series of funds to become one of the biggest names in the sector. If a subsidy package was launched in 2024 $47.5 billiona few weeks ago, other of up to 70,000 million to support that industry. Rvalidates directly with the US CHIPS of 52,000 million and 43,000 European million. The objective in both cases is the same: allocate obscene amounts of money to areas such as design, equipment, manufacturing and materials, as well as energy solutions that allow chips to be manufactured, but also to feed the companies in each country’s ecosystem. In the case of China, furthermore, there is an urgency to achieve these objectives as it is not able to have the advanced ASML machines and NVIDIA chips, something that the United States, Europe and Taiwan do have. India more of the same. But this is not a question of two great poles. South Korea also seeks become one of the great players of semiconductors, and another country that is designing an ambitious strategy to attract investment in semiconductors is India. Over the last few months they have been approving a series of aid packages (the last in January of this year, of 4.6 billion dollars) to boost the manufacturing of electronic components in the country. Apart from investing in their first state-of-the-art semiconductor factory (an investment of 11 billion dollars is estimated to achieve this), they are launching other aid and tax advantages to attract companies such as Samsung, Foxconn (also Taiwanese) or Apple to their territory. The goal is not to be a country that assembles the final product, but rather to manufacture critical components and move up the industrial value chain. Taiwanese expansion. The “problem” for these countries, and a great advantage for TSMC, is that they all seem to be very far away. India wants to achieve a chip made in 28 nanometer lithography, which is something that TSMC surpassed generations ago. AND China is fighting over 7 and 5 nm. Meanwhile, TSMC has refined its 3nm process and, as we say, TSMC’s great asset is not only that they have the experience and technology, but the ability to manufacture the best chips for customers who need those terribly refined chips. But there’s more: if China, Europe, the United States and India are moving, TSMC itself is diversifying. Yes Europe aspires to manufacture 20% of the planet’s semiconductorsit will be thanks to the TSMC plant planned in Germany. And although the US hates that it is a foreign company the one who has the upper hand in this great technological – and monetary – adventure of AI, TSMC has already settled on US soil. In the end, each territory seeks its … Read more

The US has just sent an unprecedented package to Taiwan. Inside are the instructions and weapons against an invasion

by

USA has announced one of the largest arms sales deals ever signed with Taiwan, a package valued at more than 11,000 million of dollars that includes medium-range missiles, HIMARS systemsself-propelled howitzers, suicide drones, military software and anti-tank ammunition. The message is loud and clear to reach 130 km away. A package with a copyto. Formally, the operation is presented as an upgrade of the island’s defensive capabilities and as fulfillment of the US legal obligation to help Taiwan defend itself. In practice, however, the agreement is a strategic message in every rule, carefully formulated to strengthen deterrence against China without altering the diplomatic framework of ambiguity that Washington has maintained for decades. The fact that the announcement came during a televised speech by Trump in which foreign policy was barely mentioned underlines the extent to which the gesture was intended more as a structural signal than an immediate rhetorical coup. Missiles, HIMARS and drones. The content of the package is not coincidental. HIMARS systems and ATACMS missiles, already tested on the Ukrainian battlefield, they are designed to hit long-range targets with great precision, greatly complicating any Chinese amphibious or air operation (without rhetoric, against an invasion). to it they add up self-propelled howitzers, Javelin and TOW missiles, and kamikaze drones designed to overwhelm and wear down an adversary superior in numbers. It is a clearly oriented military architecture to asymmetric war: It does not seek that Taiwan can defeat China, but that it can inflict costs so high and so fast that an invasion ceases to be a politically acceptable option in Beijing. Washington and Taipei insist that these are defensive weapons, but the type of capabilities included points to a strategy of denial of territory and airspace in the early stages of a conflict. The strategic ambiguity. The size of the agreement also has an internal reading in the United States. During Trump’s second term, part of the establishment security and the hardest sectors towards China had expressed doubts about their real commitment to the defense of Taiwan, especially in a negotiation context trade with Beijing. A package that exceeds 11,000 million of dollars, greater than the total volume sold during the Biden presidency and equivalent to more than half of what was approved in Trump’s first term, serves to dispel these suspicions. Without explicitly committing direct military intervention, Washington de facto reinforces his support for Taiwan and demonstrates that the so-called “strategic ambiguity” does not equal passivity. The message is twofold: to China, that the cost of coercion will continue to rise; and to US allies, that the US security network remains operational in the Asia-Pacific. The red line narrative. The Chinese reaction has been immediate and predictable. Beijing has condemned the agreement as a violation of its sovereignty and has warned that Taiwan is a “red line” that should not be crossed in Sino-US relations. In its official speech, the Communist Party insists that rearmament of the island only turns it into a powder keg and accelerates the risk of war. However, the intensity of the response also reflects an uncomfortable reality for China: each new weapons package raises the military and political threshold for any pressure action. While the People’s Liberation Army increases daily with flights, naval maneuvers and large-scale exercises, the United States reply silently strengthening Taiwan’s capacity for resistance, without the need to modify treaties or formally recognize its sovereignty. Taiwan and the internal cost. For Taipei, the agreement comes at a politically complex time. President Lai Ching-te has proposed a historic special budget of 40,000 million dollars for defense, which includes air defense systems like the T-Dome and a wide range of long-range capabilities, but faces resistance from an opposition that controls parliament and questions both the cost and effectiveness of previous purchases. Even so, there is a growing consensus on the island about the need to increase military spending to at least 5% of GDP in 2030, in line with Washington’s implicit demands. American protection is not free: it comes accompanied by political pressure, budgetary sacrifices and a profound transformation of the Taiwanese defensive structure. Ukraine as a precedent. The parallel with Ukraine is inevitable. The same systems as the United States has sent to kyiv to stop Russia now appear in the package destined for Taiwan. In both cases, the strategy is similar: do not intervene directly, but arm a partner until it becomes a credible military barrier against a revisionist power. In Europe, this model is applied in open war. In Asia, as prevention. The result is an increasingly clear pattern in Western security policy: finance and equip allies key to acting as the first line of deterrence, reducing the need for direct confrontation between great powers. The final message. He arms deal with Taiwan does not guarantee peace in the Strait, but it redefines its balance. The United States does not promise to defend Taiwan no matter what, but it does ensure that any attempt to force reunification will be expensive, lengthy and politically explosive. Taiwan, for its part, accept the role of an advanced bastion, assuming the economic cost and strategic risk that this implies. And China is getting a clear, if carefully worded, message: Washington is not seeking war, but neither will it allow the status quo to be broken without consequences. Like in Ukrainedeterrence is not articulated with grandiloquent words, but with missiles, rockets and drones. And on the global board, that language remains the most eloquent. Image | 中文（臺灣）：​中華民國總統府, NARA, 總統府 In Xataka | China does not need bombs or missiles to impose its law. It is called “panda diplomacy” and it has just been applied to Japan In Xataka | China is sending drones to an island 100 km from Taiwan. The problem is that Japan and the US are filling it with missiles

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